Planning for your family’s future

Wealth planning services

Planning for your family’s future

Meeting your family’s needs 

Looking at your wealth in the context of your whole family’s wealth can help make effective planning decisions.

Our wealth planners can help you do this either as a one-off exercise or as part of an ongoing review service.

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If you have any questions or would like to get in touch, submit a callback request below and we will contact you as soon as possible.

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020 7600 1660

Specialist wealth advice

Specialist wealth advice

To help you plan your wealth our planners can help you focus on four specific areas of expertise:

  • Retirement planning
  • Wealth structuring
  • Estate planning
  • Protection for you and your family
More information

Achieving your financial dreams requires more than just a first class investment offering. With a comprehensive Wealth Planning service, you can structure your financial affairs more effectively to help achieve your goals.

What our clients say

The team provide great personal service, I value the advice and have always felt that they keep my best interests in mind.

Client survey feedback

Comprehensive wealth management

Ensuring your financial affairs are in order can be of great comfort when planning your family’s financial future.

Clare Julian

Wealth Planner

Latest insights

Bond star Daniel Craig would rather give away his wealth to charity than to his daughters. Whatever your view, it is important to plan for it to ensure your wishes are fulfilled.

Mark Powell, head of Charities at JM Finn, discusses why such excitement surrounding inflation has arisen, and a possible outcome.

JM Finn hosted a virtual conference in May, bringing together some experts to share their insights.